Netflix Earnings Review Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Release * g. Take a. Key Points * Fantastic subscriber growth was driven
News of the Week (Jan 13 - 17, 2025) Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season Kick-Off — Big Banks * a. Bank of America
News of the Week (January 4 - 8, 2025) In case you missed it, the majority of this week’s content was already sent: 1. Mid-week news – Uber Confidence & Partnerships; Meta Content Moderation; Disney’s Fubo deal; DraftKings Developments; Lemonade
Portfolio Updates I did some adding today. Mr. Market is reacting to a red-hot jobs report, which adds doubt over the pace of rate cuts. I don’t know about you, but I’ll
